{"id":35024,"date":"2021-08-17T16:38:05","date_gmt":"2021-08-17T14:38:05","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=35024"},"modified":"2026-01-08T15:18:09","modified_gmt":"2026-01-08T14:18:09","slug":"business-intelligence-bi-tool","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/business-intelligence-bi-tool\/","title":{"rendered":"MiniCRM Business Intelligence (BI)"},"content":{"rendered":"<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">A MiniCRM Business Intelligence (BI) funkci\u00f3j\u00e1val mostant\u00f3l hozz\u00e1f\u00e9rhetsz azokhoz az adatokhoz, amelyeket riportjait egy\u00e9bk\u00e9nt nem tudod k\u00f6zvetlen\u00fcl el\u00e9rni a rendszeredb\u0151l. \u00cdgy dinamikus jelent\u00e9seket k\u00e9sz\u00edthetsz magadnak, amelyek lehet\u0151v\u00e9 teszik, hogy pontosabb k\u00e9pet kapj v\u00e1llalatodr\u00f3l.<\/span><\/p>\n<p>Ezek a MiniCRM rendszeredb\u0151l sz\u00e1rmaz\u00f3 adatokon alapulnak \u00e9s val\u00f3s id\u0151ben szinkroniz\u00e1l\u00e1sra ker\u00fclnek.<\/p>\n<h3>Szolg\u00e1ltat\u00e1s bekapcsol\u00e1sa<\/h3>\n<div class=\"alert alert-info\">A szolg\u00e1ltat\u00e1s bekapcsol\u00e1sa el\u0151tt tov\u00e1bbi inform\u00e1ci\u00f3k\u00e9rt \u00e9s t\u00e1j\u00e9koztat\u00e1s\u00e9rt keress minket a help@minicrm.hu email c\u00edmen.<\/div>\n<p>A szolg\u00e1ltat\u00e1s bekapcsol\u00e1s\u00e1t az <a href=\"https:\/\/www.minicrm.hu\/help\/elofizetes-beallitasai\/\">el\u0151fizet\u00e9sek oldalon<\/a>\u00a0teheted meg.<\/p>\n<ul>\n<li>Az oldals\u00e1vban a Be\u00e1ll\u00edt\u00e1sok &#8212; El\u0151fizet\u00e9s opci\u00f3ra kattintva\u00a0van lehet\u0151s\u00e9ged a szolg\u00e1ltat\u00e1s bekapcsol\u00e1s\u00e1ra.<\/li>\n<\/ul>\n<h3 id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">P\u00e1r el\u0151ny a BI funkci\u00f3nk haszn\u00e1lat\u00e1val kapcsolatban<\/span><\/h3>\n<ul>\n<li>\n<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">Szinte minden rendszeradat felhaszn\u00e1l\u00e1s\u00e1val hozhatsz l\u00e9tre jelent\u00e9seket (m\u00e9g a MiniCRM sz\u0171r\u0151kben nem el\u00e9rhet\u0151 adatokat is):<\/span><\/p>\n<ul>\n<li>\n<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">Az adatlapi mez\u0151k tartalma.<\/span><\/p>\n<\/li>\n<li>\n<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">Adatlapi el\u0151zm\u00e9nyek.<\/span><\/p>\n<\/li>\n<li>\n<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">Az adatlapi st\u00e1tuszv\u00e1lt\u00e1sok \u00e9s azok el\u0151zm\u00e9nyeivel kapcsolatos adatok.<\/span><\/p>\n<\/li>\n<li>\n<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">A potenci\u00e1lis \u00fcgyfelek folyamataihoz kapcsol\u00f3d\u00f3 adatok (elt\u00f6lt\u00f6tt id\u0151 az \u00e9rt\u00e9kes\u00edt\u00e9si folyamatban).<\/span><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">T\u00f6bb k\u00fcl\u00f6nb\u00f6z\u0151 modulb\u00f3l sz\u00e1rmaz\u00f3 adatokat haszn\u00e1lhatsz fel egyetlen jelent\u00e9sben.<\/span><\/p>\n<\/li>\n<li>\n<p id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">Nagy mennyis\u00e9g\u0171 adatot (t\u00f6bb t\u00edzezer adatlapot is) feldolgozhatsz egyetlen jelent\u00e9sben.<\/span><\/p>\n<\/li>\n<\/ul>\n<div id=\"tw-target-text\" class=\"tw-data-text tw-text-large XcVN5d tw-ta alert alert-danger\" dir=\"ltr\" data-placeholder=\"Translation\"><span class=\"Y2IQFc\" lang=\"hu\">A BI funkci\u00f3nk csak a MiniCRM-b\u0151l sz\u00e1rmaz\u00f3 adatokat haszn\u00e1lhatod fel.<\/span><\/div>\n<h3>P\u00e1r p\u00e9lda az elk\u00e9sz\u00edthet\u0151 riportok k\u00f6z\u00fcl<\/h3>\n<p>Riportokkal kapcsolatos p\u00e9ld\u00e1k \u00e9s \u00f6tletek mer\u00edt\u00e9s\u00e9hez egy kis seg\u00edts\u00e9get az al\u00e1bbi vide\u00f3 ny\u00fajthat:<\/p>\n<p><iframe loading=\"lazy\" title=\"Szem\u00e9lyes Dashboard: BI riportok \u00fajrat\u00f6ltve\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/2k8vRbpQXUE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-35036\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31-300x214.png\" alt=\"\" width=\"674\" height=\"481\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31-300x214.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31-1024x731.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31-768x549.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31-1536x1097.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31-2048x1463.png 2048w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.31.png 1792w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.55.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-35040\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.55-300x138.png\" alt=\"\" width=\"674\" height=\"309\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.55-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.55-1024x469.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.55-768x352.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.55-1536x704.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.05.55.png 1920w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.12.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-35042\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.12-300x151.png\" alt=\"\" width=\"674\" height=\"339\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.12-300x151.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.12-1024x515.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.12-768x386.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.12-1536x772.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.12.png 1920w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.22.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-35044\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.22-300x177.png\" alt=\"\" width=\"674\" height=\"397\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.22-300x177.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.22-1024x604.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.22-768x453.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.22-1536x906.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.22.png 1920w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.34.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-35046\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.34-300x136.png\" alt=\"\" width=\"674\" height=\"306\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.34-300x136.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.34-1024x466.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.34-768x349.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.34-1536x698.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/08\/Ke\u0301pernyo\u030bfoto\u0301-2021-08-17-16.06.34.png 1920w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\" \/><\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/AhGaPWYrg6Q\" width=\"674\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A MiniCRM Business Intelligence (BI) funkci\u00f3j\u00e1val mostant\u00f3l hozz\u00e1f\u00e9rhetsz azokhoz az adatokhoz, amelyeket riportjait egy\u00e9bk\u00e9nt nem tudod k\u00f6zvetlen\u00fcl el\u00e9rni a rendszeredb\u0151l. \u00cdgy dinamikus jelent\u00e9seket k\u00e9sz\u00edthetsz magadnak, amelyek lehet\u0151v\u00e9 teszik, hogy pontosabb k\u00e9pet kapj v\u00e1llalatodr\u00f3l. Ezek a MiniCRM rendszeredb\u0151l sz\u00e1rmaz\u00f3 adatokon alapulnak \u00e9s val\u00f3s id\u0151ben szinkroniz\u00e1l\u00e1sra ker\u00fclnek. Szolg\u00e1ltat\u00e1s bekapcsol\u00e1sa A szolg\u00e1ltat\u00e1s bekapcsol\u00e1sa el\u0151tt tov\u00e1bbi inform\u00e1ci\u00f3k\u00e9rt \u00e9s t\u00e1j\u00e9koztat\u00e1s\u00e9rt [&hellip;]<\/p>\n","protected":false},"author":75,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2292,2491,2273,2261],"tags":[],"class_list":["post-35024","post","type-post","status-publish","format-standard","hentry","category-beepitett-es-egyedi-riportok","category-business-intelligence-bi","category-kiegeszitok-hu","category-termekek-es-kiegeszitok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>MiniCRM Business Intelligence (BI) - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A MiniCRM Business Intelligence (BI) funkci\u00f3j\u00e1val mostant\u00f3l hozz\u00e1f\u00e9rhetsz azokhoz az adatokhoz, amelyeket riportjait egy\u00e9bk\u00e9nt nem tudod k\u00f6zvetlen\u00fcl\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.hu\/help\/business-intelligence-bi-tool\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"MiniCRM Business Intelligence (BI) - 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